Samir Saadi, Multi-Asset Portfolio Manager of CPR AM explains that he started the year heavily invested in equities to capture the good momentum of this beginning of the year. Convinced that the year would be special, CPR AM introduced optional hedging positions...

As we move through 2022 we can expect an interesting year for China's equity market given the pledge by the People's Bank of China (PBoC) to use monetary tools to spur the economy and boost growth. The US and China are set to spend the year diverging on monetary policy...

As the rest world grapples with tighter monetary policy, China is on different easing trajectory, which should be supportive for stocks. It is likely that we are at, or past the peak of regulatory reform. Current valuations provide exciting entry points and opportunities.

2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.

Edward Al-Hussainy, Senior Interest Rate and Currency Analyst at Columbia Threadneedle Investments on monetary policy in 2022 and its implications for rates and the yield curve.